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Welltower

1,299 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 563 increasing their positions, 348 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $256M | Put options by funds: $269M

5.61% less ownership

Funds ownership: 98.79%93.18% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$269M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Abound Wealth Management
Tennessee
$18.2K
BC
1202
Barrett & Company
Rhode Island
$17.8K
MSFP
1203
Mark Sheptoff Financial Planning
Connecticut
$17.8K
PCTC
1204
Perkins Coie Trust Company
Washington
$17.8K
WTA
1205
Washington Trust Advisors
Massachusetts
$17.8K
JFGIW
1206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K
WAS
1207
Winch Advisory Services
Wisconsin
$16.8K
MAM
1208
Marquette Asset Management
Minnesota
$16.7K
NMG
1209
New Millennium Group
Utah
$16.2K
HNW
1210
High Note Wealth
Minnesota
$16.2K
CNBTD
1211
Citizens National Bank Trust Department
Mississippi
$14.8K
BI
1212
Binnacle Investments
Iowa
$14.8K
RTL
1213
Red Tortoise LLC
Georgia
$14.4K
RFA
1214
Reyes Financial Architecture
California
$13.9K
MWPCG
1215
Measured Wealth Private Client Group
New Hampshire
$13.4K
MSWM
1216
Mowery & Schoenfeld Wealth Management
Illinois
$13K
ST
1217
Smithfield Trust
Pennsylvania
$12K
MSWA
1218
Marshall & Sterling Wealth Advisors
New York
$11.6K
BFS
1219
Bare Financial Services
Pennsylvania
$11.2K
B
1220
Birchbrook
Maine
$10.5K
SWA
1221
SOA Wealth Advisors
New York
$10.4K
Loomis, Sayles & Company
1222
Loomis, Sayles & Company
Massachusetts
$10.3K
NWM
1223
Navigoe Wealth Management
California
$10K
HWM
1224
Hemington Wealth Management
Virginia
$10K
SC
1225
SouthState Corp
Florida
$9.98K